Financial planning is one of what I call “the foundations for living your best life”. For me it’s a core belief shaped by my upbringing. Growing up, I saw firsthand how sound financial planning, started early and done consistently, provides significant benefits when you stay the course. My belief was validated and strengthened by life experiences, particularly when I took an extended family leave to care for an aging parent. That experience had a profound effect on me, including my philosophy of life, my reason for being or my “why” and my chosen profession afterwards.
I focus on providing comprehensive financial services to individuals and business owners, including employee benefits and retirement savings plans. As economic, personal, family, work and life in general evolve, I believe that everyone should have a trusted financial advisor, a role I believe I’m ideally suited to fill. I draw upon the same disciplined, fact-based, analytical approach that has been ingrained in me since I obtained my BS in Engineering and my MBA years ago. Think of it as strategic, integrated and efficient financial planning, tailored to you, your life vision, and your life path. The goal is your financial confidence, knowing your financial plan is in place to guide your financial decision making. And, that you have a team in place to help make adjustments, when needed, to keep your plan aligned with you.
Thomas joined Peachtree Planning in 2012 and advises clients in many states on a variety of financial strategies including protection, retirement planning, investment planning, business succession, and risk management. Thomas has series 7 & 66 licenses and is also an investment advisor representative (IAR). He has a life insurance license as well as the ability to provide for long-term care insurance needs.
Thomas resides in Peachtree City. He’s active in his community and beyond with various civic, business, fraternal, alumni and social organizations. He enjoys a wide range of activities in his spare time including golf, cycling, music, and the arts. A self-proclaimed foodie, Thomas has a love for world cuisines, with deep ties to Cajun and Creole dishes from his Louisiana roots.
His office is located at 5040 Roswell Road, in Atlanta, GA 30242. He also takes virtual appointments.